Getting Started with WellNotes: Setup Guide for Therapists
Set up your WellNotes account and write your first clinical note in under 2 minutes. 7-day free trial on all plans. Secure documentation for therapists.
Last updated: March 2026
WellNotes is a clinical documentation tool that helps therapists, BCBAs, social workers, and counselors write structured therapy notes in seconds. You type or dictate brief session observations, choose a note format (SOAP, DAP, BIRP, and more), and WellNotes produces a complete, insurance-ready clinical note. Most clinicians complete their first note within 2 minutes of signing up.
Step-by-step
- 1
Create your free account
Go to wellnotesai.com and click "Start Free Trial". Enter your email and choose a password — you'll be logged in immediately. All plans include a 7-day free trial.
- 2
Explore your notes dashboard
After logging in, you'll land on the Notes dashboard. This is where all your saved clinical notes live. On your first visit you'll see a welcome walkthrough explaining how WellNotes works.
- 3
Write your first clinical note
Click the "New Note" button (+ icon) in the top-right corner to open the Note Editor. Type a brief description of your therapy session — even bullet points work — choose a template like SOAP or DAP, and click "Generate Note".
- 4
Review, edit, and save
WellNotes generates a structured clinical note in seconds. Review the output, make any edits directly in the text, then click "Save Note". Your note is stored securely with encryption at rest and in transit.
Tips
- You don't need to write perfect prose — brief bullet points or fragmented observations work well as input.
- WellNotes never stores your raw session observations, only the final formatted note.
- Every plan includes a 7-day free trial with full access. Cancel anytime.
- Mention specific interventions by name (e.g., "CBT thought challenging") for more clinically precise output.
Frequently asked questions
Do I need a credit card to sign up for WellNotes?
Every plan includes a 7-day free trial with full access. A credit card is required at signup, but you can cancel anytime during the trial and won't be charged.
Is my data secure with WellNotes?
Yes. All clinical notes are encrypted in transit (TLS) and at rest (AES-256). We never use identifiable patient information to train models, and raw session observations are never stored.
How long does it take to write a therapy note with WellNotes?
Most therapists complete a full clinical note in under 90 seconds. You type or dictate brief session observations, select a template, and WellNotes generates a structured, insurance-ready note instantly.
What types of therapists use WellNotes?
WellNotes is used by licensed therapists (LPC, LMFT, LCSW), psychologists, BCBAs, RBTs, social workers, counselors, and other clinical professionals who need structured session documentation.
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Still have questions? Email our support team — we typically respond within one business day.